Very few asset managers have taken the time to consciously define how they want to be perceived by the market. 

This leaves the market no choice but to form its own opinion.

 
ryoji-iwata-697773-unsplash (1).jpg

What people value,

determines what they do.

We use valuegraphics

to understand what investors value.  This allows us the ability to build more effective marketing materials.

 
Valuegraphics-definition.png
  1. Valuegraphics uses rigorous data technologies to detect what your audience really wants, and what messages will motivate them the most.

 
blackbkgrnd.png

This has never been done before, IN ANY SECTOR.

How Does It Work?  

carlos-irineu-da-costa-492892-unsplash.jpg

What information is gathered?

 

Values-icon.png

Metrics are gathered across 40 core human values.

The importance placed on things like belonging, friendships, money, authority, family, etc.

humanLife-icon.png

There are as many as 340 additional questions about lifE.

How people feel about everything from sports, to the environment and from debt to vacations.

 

"SO?"

A Valuegraphics Profile reveals what your target audience really cares about.

What they value.



And it’s a scientifically proven fact that what we value determines what we do.

 
photo-1484659619207-9165d119dafe.jpg

 How does that apply to me?

 
dots.png

If we know what your audience values, what they care about, we can build a brand and messages to speak to those values, which dramatically improves the effectiveness of your marketing.

 

But my audience are all Institutional Investors.

Yes, We Know.

photo-1531837025574-764d8807918e-edit copy.jpg
  • Institutional Investors are humans too.

    and Valuegraphics Profiles can detect the personal values that motivate them the most.

  • Once we know their personal values,

    we can speak to them about your offering with a brand that they find very compelling.

  • Because what we value determines what we do.

 

 How it works.

 
Diagram.png
 
It all sounds good, but I don’t really believe your survey’s reach the people we want to profile.
Institutional Investors are not going to be reachable for this kind of survey work.
dots.png

If you aren’t saying this out loud, you are thinking it to yourself.

simon-launay-439691-unsplash.jpg
 
 

To prove that our surveys do reach the people you want to talk to,
we conducted a test.

dots.png

We defined an audience, and created five questions that only a very sophisticated investor would be able to answer.


  • What does the term “most favored nation” mean with respect to hedge fund agreements?

  • Which of the following is not typically included in a distribution waterfall structure?

  • Which of the following about hedge fund structuring is true?

  • Who would be least likely to prefer a SMA vehicle over a commingled fund?

  • The purpose of a ‘High-Water Mark’ provision is to do what?

 

These are the people that answered the questions:

  • CFO

  • Director

  • Senior Investment Advisor

  • Portfolio Manager

  • Vice President of Finance

  • Director & Treasurer

  • Investments Director

  • Senior Vice President Investments

  • Finance Partner

  • President

  • CIO

  • Investments Manager

  • VP Asset Management

  • Portfolio Manager

  • Chief Investment Manager

  • Financial Consultant

  • Program Manager

  • Fund Administrator

  • Fund Administrator

  • Program Manager

  • Treasurer

  • Senior Investment Officer 

  • Vice President Business

  • Director of Finance and Investments

  • Investment Officer

  • Trustee

  • Senior VP Finance

  • Executive Director

  • Treasurer

  • Senior Investment Officer

  • Senior Portfolio Manager

  • Investment Officer

  • Portfolio Manager

  • Accounting Director

  • Managing Partner

  • Senior VP of Finance

  • CFO

  • Treasurer

  • Director of Finance

  • Investment Advisor

  • CCO

  • Program Manager

  • Managing Director

  • Program Manager

  • Administration Director

  • Investments Director

  • Founder / CEO

  • Founder

  • Senior Investment Officer

  • Treasurer

  • Executive Vice President

  • Chief Investment Manager

  • Founder / President

  • Program Manager

  • Senior Investment Advisor

  • CFO

  • Chairman

  • Head of Investments

  • Trustee / VP Finance

  • Program Manager

  • CEO

  • Chief Executive Officer

  • Founder & President

  • Program Manager

  • Trustee

  • Senior Analyst

  • Chief Investment Manager

  • Investment Officer

  • Founder & CEO

  • Senior Investment Advisor

  • President

  • Chief Analyst

  • Managing Director

  • Managing Principal

  • Principal

  • Partner

  • CIO

  • Chief Financial Officer

  • Pension Fund Officer

  • Head of Investments

  • Investment Officer

  • Investment Officer

  • Finance Chairman

  • Director of Financial Services

adam-przewoski-193-unsplash copy.jpg

 These are the results:

Accuracy

Q1 92.20%

Q2 97.10%

Q3 78.60%

Q4 83.50%

Q5 81.60%

Average: 86.60%


Valuegraphics replaces branding and marketing guesswork and opinion with data and science.  

clark-tibbs-367075-unsplash.jpg
 
meyler.png